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Tier-1 brand, generalist operations role in Mumbai with broad requirements and metro location increases competition.
Requires investment operations knowledge, reconciliations, and trade support, limiting cross-industry transferability.
Explicit 1–3 year requirement, degree and finance operations experience required, but no niche certifications.
Own daily operational tasks including cash/position reconciliation, trade posting, market event processing, new account setup, and billing verification with accuracy and timeliness.
Collaborate globally across locations to maintain a Follow the Sun operational model ensuring seamless hand-offs and service continuity outside US market hours.
Analyze daily operations data to identify issues and provide actionable recommendations for process improvement.
Bachelor's degree in Finance, Economics, Business, Accounting, or related field; equivalent experience considered.
1-3 years experience in financial services or investment operations preferred.
Proficiency with MS Office and ability to learn internal investment operations systems.
Strong understanding of financial services, investment products, and operational processes.
Experience working in investment operations functions such as reconciliations, trade support, portfolio or account administration.
Comfortable working independently under tight deadlines with high accuracy and process orientation.
Ability to communicate effectively across internal and external stakeholders in a global, multi-location environment.